Plan Snapshot
- Plan Sponsor: Palm Valley School
- Sponsor EIN: 952133079
- Sponsor Address: 35525 DA VALL DRIVE, RANCHO MIRAGE, CA, 922700861
- Plan Type: 403(b)
- Total Participants: 137
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 137 | $4.9M | $0 | $0 |